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Based in Truro
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As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
I have been working in Financial Services for over twenty five years and as such have a raft of experience which can be drawn upon to help you to achieve your financial goals. The following are my areas of expertise: - Personal Financial Planning - Portfolio Creation and Management - Retirement Planning - Lifetime Cashflow Modelling - Estate Preservation - Divorce and Settlement - Business Succession - Personal Insurances - Tax Planning Remaining at the cutting edge of my industry is really important to me and has led to me becoming a member of the Million Dollar Round Table UK Committee and Chair of the Bristol and West Study Group. In my spare time I am training to be a glider pilot, I work out regularly and like to support my local community with various charitable causes. At present I am training for the ROC 5K 500 to be held in Truro in June. This will be run alongside my two step sons. My wife and I live in Truro and ours is very much a family business. If you think that I might be able to help you, please get in touch, when you do our first meeting will be at our cost.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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Adviser Disclaimer
Financial Planning Concepts Ltd is Authorised and Regulated by the Financial Conduct Authority. Financial Services Register Number 620075. Registered in England & Wales, Company Number 5907482. Registered Office address: 22 Victoria Road, St Austell, Cornwall, PL25 4QD.